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[ Forward-deployed GTM engineers ]

Make the stack you already run work with AI.

We connect your CRM, ERP and data warehouse, clean and enrich the data, and put working AI workflows in front of your sales and marketing teams. Fast wins first, then the plumbing that makes you AI-ready for good.

IT signs off before anything runs.See how it works
150+ engagements
HubSpot
Terzo
Worldwide Logistics
Pii
Chaos
TVEyes
Terraboost Media
ICSC
Elastic Path
DealRoom
Tergus Pharma
FinOptimal
MPower Solar
HubSpot
Terzo
Worldwide Logistics
Pii
Chaos
TVEyes
Terraboost Media
ICSC
Elastic Path
DealRoom
Tergus Pharma
FinOptimal
MPower Solar
HubSpot
Terzo
Worldwide Logistics
Pii
Chaos
TVEyes
Terraboost Media
ICSC
Elastic Path
DealRoom
Tergus Pharma
FinOptimal
MPower Solar
HubSpot
Terzo
Worldwide Logistics
Pii
Chaos
TVEyes
Terraboost Media
ICSC
Elastic Path
DealRoom
Tergus Pharma
FinOptimal
MPower Solar

[ The Great Unbundling ]

Keep the CRM. Retire the apps bolted around it.

A dozen tools, each with its own invoice, login and integration that breaks quietly. One managed AI setup does what they promised, inside the systems you already run.

Today: the Frankenstack
  • CRM
  • Sequencing
  • Intent data
  • Call coaching
  • Proposals
  • ABM
  • Attribution
  • Lead routing
  • Integration glue
After
  • The brainOne managed AI setup that does the work
  • Your CRMThe commercial data warehouse you already run
  • Thin pipesSending, recording and a data feed or two

For Sales

Replaces proposal and quoting tools, digital sales rooms, sequencing tools and more. 9 plays.

For Marketing

Replaces SEO tools, marketing automation add-ons, ABM platforms and more. 10 plays.

For RevOps

Replaces data quality tools, lead routing tools, enrichment glue between tools and more. 13 plays.

Read the story: Down with the Frankenstack
CRM
Acme Inc.
Stage: renewal
ERP
ACME INCORPORATED
On credit hold
Marketing automation
acme.io
Lifecycle: lead
Spreadsheet
Acme (old)
Owner: unknown

One customer. Four versions of the truth.

[ The problem ]

Years of data, stuck in systems that don't talk.

Everyone is being told to use AI. Nobody has shown your team how to plug it into the CRM, ERP and spreadsheets you already run, or how to govern it. So reps work from exports, marketing can't see what closed, and the board gets four versions of the number.

[ Proof, not promises ]

33%
faster customer replies

AI daily digests for 153 people inside HubSpot. Median reply time fell from 9.32 to 6.27 business minutes.

“I can say with complete honesty they have been the best implementer I have ever worked with.”
Steve Linder, IT leader, Worldwide LogisticsCase study
$17.5M
closed-won on a $1M yearly budget

$120M in marketing-sourced pipeline in under two years, from the program we ran with Pii's marketing team.

“The RevOps Shop has not simply met our digital lead generation objectives; they've reengineered them.”
Paul DuPont, Head of Digital Marketing, PiiCase study
73%
larger average deal

Average selling price rose from $3K to $5.2K while deal creation held steady, on a territory model across 24,000 companies.

“You guys have made a significant contribution to the company. You really have. And people really enjoyed working with you.”
Daren Benzi, Chief Commercial Officer, TVEyesCase study
10% → 17%
Meeting-to-close on the AI SDR path
Terraboost
170,000
Accounts enriched, model taken to the board
Chaos
20,270
Contacts built from scratch, 144 handraisers
ICSC
70% → 94%
ICP scoring accuracy
Elastic Path

[ The solution ]

One layer between your systems and your teams.

We build it inside the tools you already run. Data comes in clean, AI does the drafting, and a person approves anything that reaches a customer.

[ Your systems ]
CRM
ERP
Marketing automation
Data warehouse
Spreadsheets
Call recordings
[ The RevOps Shop layer ]
Connect01
Clean02
Enrich03
Govern04
AI workflow05
Human approves06
[ Your teams ]
SalesWho needs you first
MarketingAudiences that match pipeline
RevOpsPipeline you can see
LeadershipOne number
ITEvery workflow on paper

[ Scoped growth projects ]

Pick the problem. We scope it and build it.

Each project has a clear scope, a working result inside your tools, and documentation your team keeps.

01 · AI deployments

Put AI to work inside the tools your team already opens.

Daily briefings, drafted follow-ups, account research. Built into your CRM, governed so IT can sign off, and every customer-facing draft approved by a person.

Worldwide Logistics: AI daily digests for 153 people, customer replies 33% faster.

crm · morning_briefing
Good morning. Three accounts need you first.
Renewal date moved up
Champion opened pricing twice
Open quote, no reply in 6 days
Draft readyEditApprove
02 · Tech stack audits and rebuilds

Find what you pay for, what you use, and what is broken.

We map every tool, workflow and integration, then rebuild the pieces that leak pipeline. No rip and replace unless the numbers say so.

Terraboost: 16 routing workflows rebuilt into 2. Speed to lead went from up to 5 days to under 1.

stack_audit
CRMCore systemKeep
Enrichment tool AOverlaps tool BCut
Lead routing14 workflows, 3 usedRebuild
DialerNot logging to CRMFix
03 · TAM mapping and enrichment

Know every account you should be selling to.

We size and tier your market, then fill in the companies and contacts behind it with a waterfall of data sources, so territory and targeting start from the same list.

Chaos: 170,000 accounts enriched to the accuracy bar the client set, then a revenue potential model for the board.

tam_map · enrichment_waterfall
Contact coverage by tier
Tier 1
Tier 2
Tier 3
Source 1Source 2Source 3Verified
04 · Pipeline visibility

One pipeline number every team trusts.

Clean stages, clear definitions and dashboards that reconcile, so sales, marketing and finance stop arguing about whose number is right.

Pii: every marketing dollar traced to pipeline. $120M in marketing-sourced pipeline in under two years.

pipeline · one_number
Qualified
Discovery
Proposal
Commit
Sales
Marketing
Finance
05 · Multi-geo, multi-product CRM and MAP enrichment

One clean record across every region and product line.

Different regions, currencies, products and teams on one CRM and marketing platform, with enrichment that keeps every record usable as you grow.

Speech Graphics: a product line separated inside its parent company's HubSpot, with its own pipeline and dashboards.

crm + map · regions × products
Product A
Product B
Product C
North America
EMEA
APAC
LATAM
06 · Strategic growth services

A multi-year roadmap, delivered one phase at a time.

For companies ready to connect CRM, ERP and a data warehouse and run AI across all of it. An embedded team works the roadmap with you, phase by phase.

Worldwide Logistics: off Microsoft Dynamics and onto a new CRM and Business OS, with 250+ users trained across 5 teams in 6 months.

growth_roadmap
Year 1Year 2Year 3
CRM
ERP
Data warehouse
AI

[ Systems agnostic ]

Your stack, connected. Whatever it is.

HubSpot, Salesforce, Clay, and the ERP next to them. We connect the systems you already run, clean the data, and put working AI workflows in front of your team.

HubSpotCRM
PipedriveCRM
MarketoMarketing
MailchimpMarketing
ZoomInfoData
LushaData
PitchBookData
OutreachSequences
HeyReachLinkedIn
GongCalls
AircallDialer
ChatGPTAI
GeminiAI
Google CalendarCalendar
ClickUpProjects
SageERP
BigQueryWarehouse
TableauBI
Google AdsAds
Google AnalyticsAnalytics
MakeAutomation
DocuSignDocuments
HubSpotCRM
PipedriveCRM
MarketoMarketing
MailchimpMarketing
ZoomInfoData
LushaData
PitchBookData
OutreachSequences
HeyReachLinkedIn
GongCalls
AircallDialer
ChatGPTAI
GeminiAI
Google CalendarCalendar
ClickUpProjects
SageERP
BigQueryWarehouse
TableauBI
Google AdsAds
Google AnalyticsAnalytics
MakeAutomation
DocuSignDocuments
HubSpotCRM
PipedriveCRM
MarketoMarketing
MailchimpMarketing
ZoomInfoData
LushaData
PitchBookData
OutreachSequences
HeyReachLinkedIn
GongCalls
AircallDialer
ChatGPTAI
GeminiAI
Google CalendarCalendar
ClickUpProjects
SageERP
BigQueryWarehouse
TableauBI
Google AdsAds
Google AnalyticsAnalytics
MakeAutomation
DocuSignDocuments
SalesforceCRM
Zoho CRMCRM
PardotMarketing
ActiveCampaignMarketing
ApolloData
CognismData
Definitive HealthcareData
SalesloftSequences
InstantlyCold email
FathomCalls
CalendlyScheduling
GrokAI
GmailEmail
SlackAlerts
AsanaProjects
Oracle NetSuiteERP
DatabricksWarehouse
Google SheetsSpreadsheets
LinkedIn AdsAds
SemrushSEO
n8nAutomation
SalesforceCRM
Zoho CRMCRM
PardotMarketing
ActiveCampaignMarketing
ApolloData
CognismData
Definitive HealthcareData
SalesloftSequences
InstantlyCold email
FathomCalls
CalendlyScheduling
GrokAI
GmailEmail
SlackAlerts
AsanaProjects
Oracle NetSuiteERP
DatabricksWarehouse
Google SheetsSpreadsheets
LinkedIn AdsAds
SemrushSEO
n8nAutomation
SalesforceCRM
Zoho CRMCRM
PardotMarketing
ActiveCampaignMarketing
ApolloData
CognismData
Definitive HealthcareData
SalesloftSequences
InstantlyCold email
FathomCalls
CalendlyScheduling
GrokAI
GmailEmail
SlackAlerts
AsanaProjects
Oracle NetSuiteERP
DatabricksWarehouse
Google SheetsSpreadsheets
LinkedIn AdsAds
SemrushSEO
n8nAutomation
Microsoft Dynamics 365CRM
AttioCRM
KlaviyoMarketing
ClayEnrichment
6senseIntent
CrunchbaseData
LinkedIn Sales NavigatorProspecting
SmartleadCold email
lemlistCold email
ZoomMeetings
ClaudeAI
PerplexityAI
OutlookEmail
NotionDocs
EpicorERP
SnowflakeWarehouse
SupabaseDatabase
ExcelSpreadsheets
Meta AdsAds
ZapierAutomation
PandaDocDocuments
Microsoft Dynamics 365CRM
AttioCRM
KlaviyoMarketing
ClayEnrichment
6senseIntent
CrunchbaseData
LinkedIn Sales NavigatorProspecting
SmartleadCold email
lemlistCold email
ZoomMeetings
ClaudeAI
PerplexityAI
OutlookEmail
NotionDocs
EpicorERP
SnowflakeWarehouse
SupabaseDatabase
ExcelSpreadsheets
Meta AdsAds
ZapierAutomation
PandaDocDocuments
Microsoft Dynamics 365CRM
AttioCRM
KlaviyoMarketing
ClayEnrichment
6senseIntent
CrunchbaseData
LinkedIn Sales NavigatorProspecting
SmartleadCold email
lemlistCold email
ZoomMeetings
ClaudeAI
PerplexityAI
OutlookEmail
NotionDocs
EpicorERP
SnowflakeWarehouse
SupabaseDatabase
ExcelSpreadsheets
Meta AdsAds
ZapierAutomation
PandaDocDocuments

No rip and replace. We build inside the tools you already pay for.

[ What is a play? ]

A signal fires. The system does the work. A person approves.

A play is one repeatable move, built around your buyers and the tools you already run. Three examples:

Champion changed jobs

Someone who bought from you starts somewhere new. They already trust you.

Signal
Job change detected
Enrich
New company and role
Score
Is the new company a fit?
Draft
Note that references the past win
Approve
Rep reviews, then it sends

Pricing page, second visit

A target account keeps coming back to pricing. Call while it is warm.

Signal
Pricing viewed twice
Enrich
Match visitor to account
Score
Fit plus timing
Draft
Mentions the page they viewed
Approve
Same-day call and email

Closed-lost, revisited

Deals you lost on timing come back to life when something changes.

Signal
New budget or leadership
Enrich
Who is there now
Score
Why it was lost, and what changed
Draft
Reactivation note
Approve
Owner reviews, then it sends

InCheck: 25 replies from the first 162 enrollments, no new spend.

[ Why RevOps Shop ]

The usual fixes add another layer. We fix the one underneath.

Each option below solves part of the problem. Only one column is complete.

vs the usual fixesRevOps ShopHire more ops peopleBuy another toolStrategy consultancyBuild it in-house
Works inside the tools you already runyes, slowlyadds another loginrecommends itif you have the team
Connects CRM, ERP and data warehouserarely their skill setcovers one pieceon papera long project
Clean data and governance built inby handnot its jobas a frameworkyou build both
AI workflows with a person approvingmanual workautomation, little oversightnot shippedyou build both
Leaves you a documented systemleaves when they dolocked to the vendorslidesyours, if it ships

[ FAQ ]

Questions we hear on first calls.

Are you a HubSpot shop?

We're a HubSpot Platinum Solutions Partner and a Clay partner, but we're systems agnostic. We work across HubSpot, Salesforce, Clay, your ERP and your data warehouse, and build inside whatever you already run.

What is a growth engineer?

A forward-deployed go-to-market engineer: someone who joins your team, works inside your systems, and ships working data and AI workflows rather than a strategy deck.

Do we have to replace our tools?

No. We start with what you pay for today. If an audit shows a tool is costing more than it returns, we will say so and show the numbers, but the default is to make your current stack work.

How do projects start?

Either as a scoped growth project, one problem with a clear scope and a working result, or as a multi-year roadmap across CRM, ERP, data warehouse and AI. Most teams start with a project and expand from there.

Is our data safe with AI?

IT signs off before anything runs. Every workflow answers four questions in writing: what data, where it goes, who approved it, and how to turn it off. Agents draft; people approve anything that reaches a customer.

How fast do we see results?

Fast wins come first, in your sales and marketing teams, then the plumbing that makes you AI-ready for good. We agree the measures up front and report against them.

[ Talk to a Growth Engineer ]

Bring the stack you already have.

Thirty minutes. We look at what you run today and tell you the first thing we would fix.